Investment Specialist
Certus Sales Recruitment
Client Advisor – Ultra-High-Net-Worth Advisory USA - Major Cities Base + Uncapped Commission (Realistic 6–7 Figure Earnings) Must have legal working rights for the USA and hold a VISA for international travel If you know how to operate in rarefied air, this is your arena. I have partnered with a globally recognized advisory powerhouse operating at the very top end of the wealth spectrum. This is not transactional sales. This is high-stakes, high-trust advisory work with Ultra High Net Worth individuals and families who expect excellence, discretion, and world-class expertise. The right person will be commercially sharp, exceptionally well-networked across wealth markets, and unapologetically hungry. You will be comfortable advising founders, investors, family offices and globally mobile entrepreneurs on complex, life-defining decisions. This is a role where performance is directly rewarded. Top performers in the business are earning up to seven figures. There is no ceiling. Why This Opportunity Is Different You will be joining a market leader in global residence and citizenship advisory, the firm widely regarded as the gold standard in the industry. Offices across 40+ locations worldwide Thousands of successful client mandates delivered globally Unrivalled reputation for integrity, discretion and execution Trusted by governments, advisors, private banks and UHNW families This organisation doesn’t compete on price, it competes on brand, credibility and results. Their name opens doors at the highest levels of private wealth. You’ll be surrounded by high performers who understand quality over volume, relationships over transactions, and long-term value over short-term wins. The Role Manage and convert warm, qualified inbound and referred UHNW leads Run a high-touch, consultative advisory process from discovery to close Build deep, long-term relationships with clients and introducers Work closely with legal and advisory teams to deliver seamless execution Represent the business confidently in private wealth circles and industry settings Maintain disciplined pipeline management and commercial focus This is sophisticated relationship sales - nuanced, strategic, and highly rewarding. Who You Are Proven experience working with HNW or UHNW clients Strong network across private banking, wealth management, family offices, luxury sectors, or investment advisory Polished, credible and commercially driven Comfortable operating in a regulated, detail-heavy environment Discreet, emotionally intelligent and confident with senior stakeholders Hungry. Competitive. Motivated by significant financial upside. You understand that in this market, trust is currency. What’s On Offer Uncapped commission structure with genuine 6–7 figure potential Access to a global brand with exceptional market credibility High-value inbound lead flow A premium client base operating at the very top of global wealth A long-term career path in a specialist, internationally respected advisory firm This is for someone who wants to operate at the top of the wealth pyramid. Someone who wants big deals, serious earning potential, and the prestige that comes with advising the world’s most successful individuals. If you are ambitious, well-connected, and ready to play in a bigger league - this is your move. #J-18808-Ljbffr
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...SuggestedWork at office
$140k - $185k
...Job Description Job Description Investment Strategy Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...SuggestedFull time- ...Investment Specialist Job Req Id: 26932811 Location(s): Kowloon, Kowloon City, Hong Kong SAR Job Type: On-Site/Resident Posted: Jan. 20, 2026 Job Overview Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At...Suggested
$140k - $185k
...– $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Origination Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...SuggestedFull time$70k - $151k
CrossCountry Consulting, located in New York, is seeking a skilled accounting advisory professional with fund accounting expertise. The ideal candidate has over 3 years of experience in financial services, particularly in fund accounting, financial reporting, and operational...Suggested- ...upside, and real credibility —not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Pipeline Specialists to help identify, qualify, and introduce investment opportunities into our investor and fund manager network. This is...For contractors
- ...Range is hiring for a senior Investment Operations role based in Range's offices in McLean, VA or New York City. You will own the operational lifecycle of member investment accounts and act as SME across Trading, Transfers, Account Lifecycle, and Investment Experience...
$140k - $185k
...Fund Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation... ...in fund valuation, net asset value (NAV) calculation, and investment reporting. Actual openings may vary based on employer needs,...Full time- ...Range is hiring for an Investment Operations professional to manage the full lifecycle of member investments, from onboarding to ongoing account management. You’ll support trading, transfers, and account movements, collaborating closely with CFPs and the investments team...Work at office
- ...Range Investment Operations RoleRange is creating AI-powered solutions to eliminate financial complexity for our members. We're transforming... ...here you'll start training Associates on them. The path from Specialist to Lead is measured by how many functions you can teach, how...Work at officeRelocationMonday to Friday
- ...Investment Specialist – Executive DirectorInvestment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform. We are seeking a senior Investment Specialist for our U.S. Institutional...
- ...delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With... ...for a broad spectrum of investorsJob summary:As an Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support...
$145k - $185k
...Job Description Job Description Job Summary Investment Execution Specialist Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Hybrid | New York, NY, United States Investment Execution Specialist – Initio Capital Location...Full timeContract workTemporary workPart timeCasual workInternship- ...managers, investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships. Investment Guidance Specialists are a critical tier of our ecosystem—providing high-touch strategic and operational guidance to sponsors, funds, and...Hourly payFor contractors
$140k - $185k
...Job Description Job Description Investment Insights Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time- ...investors, operators, and analysts through real deal flow, institutional frameworks, and curated relationships . Investment Guidance Specialists are a key tier of our ecosystem—providing strategic, high-touch guidance to sponsors, funds, and investors while benefiting...Hourly payFor contractors
$50 per hour
...professionals across private markets by integrating deal flow, investment screening talent, investor relations, networking, training,... ...serious private capital professionals. Once verified, screening specialists are activated on live deal flow and can begin earning...Hourly payFor contractorsImmediate start$140k - $185k
...Job Description Job Description Co-Investment Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents a...Full time$140k - $185k
...Job Description Job Description Investment Advisory Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time$140k - $185k
...Job Description Job Description Investment Optimization Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer) About This Posting This job description represents...Full time$140k - $185k
...Job Description Job Description Secondary Investments Specialist – Career Launch AI Talent Network Location: New York, NY Employment Type: Full-Time · Part-Time · Contract · Temporary · Internship · Casual Estimated Compensation: $140,000 – $185,000 total...Full timeContract workTemporary workPart timeCasual workInternship$145k - $185k
...Job Description Job Description Job Summary Secondary Investments Specialist Initio Capital Full-time, Part-time, Contract, Temporary, Internship, Casual Remote | New York, NY, United States Secondary Investments Specialist – Initio Capital Location...Full timeContract workTemporary workPart timeCasual workInternshipRemote work- City National Bank is seeking an Investment Relationship Officer to support Financial Advisors and provide day-to-day client service and operational support for RBC Securities Investment Advisory Program and client-directed accounts. You will maintain CIP/KYC, coordinate...
- ...Industrialization initiatives and leads strategic support for sustainable energy and mineral development projects. The Technical Specialist will quantify investment opportunities, assess financing gaps, and engage with regional partners to design scalable investment mechanisms...
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...Work at office
- A leading recruitment firm is searching for a Syndication Specialist to support investment and fund teams in New York. This role involves managing syndication of investment opportunities and ensuring effective communication with investors. The ideal candidate should have...
$50 per hour
A private capital ecosystem is seeking Certified Investment Screening Specialists. This role operates independently, focusing on screening investment opportunities and evaluating financials. Ideal candidates have relevant professional credentials and analytical skills....Hourly payImmediate start- Mondrian Alpha, a leading hedge fund, is seeking an Investment Valuations Associate to join a highly technical team responsible for valuing complex investments across the platform. You will analyse valuations, build models, and engage with portfolio managers and senior...
$140k - $185k
Opportunistic Investments Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Opportunistic Investments Specialist...Full timeFlexible hours- Our client is a leading global hedge fund managing over $70bn in AUM, with a sophisticated multi-strategy investment platform and an exceptional reputation for attracting top-tier talent. They are looking to hire an Investment Valuations Associate to join a highly technical...
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